Policy Manager

Centralisez et automatisez la gestion des documents afin de simplifier les examens, les approbations et les attestations et de garantir le respect des politiques de votre organisation.

What’s new

Premiers pas

Overview

Getting started with Policy Manager

Managing users

Ajouter et gérer des utilisateurs

Managing security groups

Managing target audiences

Managing review queues

Setting up Policy Manager

Managing review flows and tasks

Using document components

Managing document templates

Using widgets

Using Policy Manager

Find your tasks

Finding and managing documents

Creating a document

Using the Document Editor

Reports

Search with document details

Overview of Policy portal

Review and compliance

Document review cycle

Initiating off-cycle reviews

Regulations

References and regulations

Creating and linking legal and cross references

Administration

Configuring categories, values, and attributes

Managing additional fields

Managing notifications

Managing agency settings

Setting preferences

Document and review management

Managing review frequencies

Tagging groups of documents

Managing review queues

Bulk upload to Policy Manager

Explore more

Configurer le provisionnement externe d’utilisateurs

Sync with Diligent OneCartes de conformité